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CLBFX vs SIBAX
CLBFX vs SIBAX Comparison
Open Charts CLBFX vs SIBAX
American Funds American Balanced 529F
Price$34.72
Change+$0.06 (+0.17%)
VolumeN/A
CapitalizationN/A
CLBFX vs SIBAX Comparison Chart
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CLBFX vs. SIBAX commentary
Dec 27, 2024
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CLBFX is a Buy and SIBAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 239B vs. SIBAX (69.8M). CLBFX pays higher dividends than SIBAX: CLBFX (2.39) vs SIBAX (1.27). CLBFX was incepted earlier than SIBAX: CLBFX (22 years) vs SIBAX (31 years). CLBFX is a more actively managed with annual turnover of: 171.00 vs. SIBAX (39.71). CLBFX has a lower initial minimum investment than SIBAX: CLBFX (250) vs SIBAX (5000). SIBAX annual gain was more profitable for investors over the last year : 18.62 vs. CLBFX (10.97). SIBAX return over 5 years is better than : 50.38 vs. CLBFX (33.95).
| CLBFX | SIBAX | CLBFX / SIBAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 31 years | - |
| Gain YTD | 11.283 | 18.853 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 239B | 69.8M | 342,407% |
| Annual Yield % from dividends | 2.39 | 1.27 | 187% |
| Returns for 1 year | 10.97 | 18.62 | 59% |
| Returns for 3 years | 11.02 | 10.75 | 102% |
| Returns for 5 years | 33.95 | 50.38 | 67% |
| Returns for 10 years | 69.18 | 91.07 | 76% |
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